Commodity Market Report
North America Crude Market 10-year investment horizon outlook
Report summary
Eight months into Russia’s invasion of Ukraine, the impacts on the North American crude value chain have been notable with likely sticky dynamics set to shift the outlook for North American crude in the global context for the next decade. Shifting European refinery crude sourcing patterns, along with an upgraded view on US supply growth despite staunchly capital disciplined E&Ps, lay a pathway for a final 2025-2030 midstream investment wave in US midcontinent and Permian regions. A more aggressive view on PADD III refining capacity rationalization in this view lifts crude export volumes and reinforces the need for coastal midstream investment to provide unfettered access for US crude into the global market.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
North America Crude Markets short-term outlook: September 2023
What does recent imagery analysis tell us about the TMX start-up timeline?
$3,500
Commodity Market Report
North America Crude Market strategic planning outlook
What does a near-term upgrade to US supply portend for US crude differentials and midstream investment needs?
$15,000
Commodity Market Report
North America Crude Markets short-term outlook: July 2023
What major trends do we see emerging in 2025?
$3,500